What were the operating expenses (R&D, sales & marketing, G&A) as a percentage of revenue, and any notable changes in expense trends?

Answer

The press release you quoted (Amplitude’s Q2 2025 earnings announcement) highlights the company’s strong revenue growth and record net‑new ARR, but it does not disclose the detailed breakdown of operating expenses—specifically R&D, sales & marketing, and G&A—as a percentage of revenue, nor does it comment on any shifts in those expense lines.

Why the information isn’t in the release

• Typical earnings‑release content – A short “business‑wire” announcement usually focuses on headline metrics (e.g., revenue, ARR, net‑new ARR, gross margin, cash flow) and high‑level commentary from management. Detailed expense line‑items are normally found in the full earnings filing (Form 10‑Q for quarterly results or Form 10‑K for annual results) that Amplitude files with the SEC.
• Missing data points – The excerpt you provided contains a quote from CEO Spenser Skates and a general statement about the company’s enterprise‑focus strategy, but it does not include a table of operating‑expense percentages or a narrative on expense trends.

How to obtain the requested figures

1. SEC Filings

   • Go to the SEC’s EDGAR database and search for Amplitude’s ticker “AMPL.”
     
   • Locate the Form 10‑Q for the quarter ending June 30 2025 (filed shortly after the August 6 2025 press release).
     
   • In the “Management’s Discussion and Analysis” (MD&A) section and the consolidated statements of operations, you will find:
     • Total R&D expense for the quarter (and year‑to‑date).
       
     • Total sales and marketing expense.
       
     • Total general and administrative (G&A) expense.
       
   • Divide each expense line by the quarterly revenue (also disclosed in the filing) to calculate the percentage of revenue.

2. Investor Presentation / Earnings Call Transcript

   • Companies often provide a slide deck or a transcript of the earnings call that includes a “Operating‑Expense Ratio” chart.
     
   • Check Amplitude’s Investor Relations website for a downloadable PDF or a webcast recording dated around early August 2025.

3. Financial Data Platforms

   • Services such as FactSet, Bloomberg, S&P Capital IQ, or Yahoo! Finance sometimes calculate and display expense‑as‑%‑of‑revenue metrics for publicly‑traded firms.
     
   • Look up “Amplitude Inc.” and navigate to the “Financials” or “Key Ratios” section.

Typical expense‑trend considerations for a fast‑growing SaaS company

Even though the exact percentages are not in the press release, it’s useful to know what trends analysts usually watch for in a company like Amplitude:

What you can likely infer (pending the actual filing)

• Strong ARR growth (the press release says “record multi‑product adoption” and “highest net‑new ARR in nearly three years”) often coincides with increasing sales & marketing spend to capture new enterprise accounts.
  
• The CEO’s emphasis on “enterprise and platform expansion” may hint at higher R&D investment to broaden the product suite, which could keep the R&D‑as‑%‑of‑revenue relatively flat or even slightly higher than in prior quarters.
  
• If the company is moving from a “growth‑first” to a “efficiency‑first” mindset, you might see G&A and sales & marketing percentages modestly declining as the revenue base expands faster than the expense base.

Next steps for a precise answer

1. Download Amplitude’s Form 10‑Q for Q2 2025 from SEC EDGAR.
   
2. Locate the “Operating expenses” line items and the “Revenue” figure.
   
3. Compute:
   
   • R&D % of revenue = (R&D expense ÷ Revenue) × 100
     
   • Sales & marketing % of revenue = (Sales & marketing expense ÷ Revenue) × 100
     
   • G&A % of revenue = (G&A expense ÷ Revenue) × 100
     
4. Compare these percentages to the same line items in the prior quarter (Q1 2025) or the same quarter in 2024 (if disclosed) to identify any notable trends (e.g., a 5‑point drop in sales & marketing % or a 2‑point rise in R&D %).

Bottom line: The press release you provided does not contain the operating‑expense percentages or trend commentary. To answer the question definitively, you’ll need to consult Amplitude’s Q2 2025 Form 10‑Q (or any accompanying investor deck/earnings call transcript) where the company reports R&D, sales & marketing, and G&A expenses in absolute dollars. Once you have those numbers, calculating the percentages relative to revenue and spotting changes versus prior periods will give you the precise insight you’re after.